Stellar Bancorp, Inc.
STELDelisted Jul 1, 2026- Industry
- National Commercial Banks
- SEC CIK
- 0001473844
Stellar Bancorp, Inc. was delisted on Jul 1, 2026; its insiders filed their last Form 4 on Jul 1, 2026; 213 institutions reported holding it in 13F filings for Q2 2026, worth $1.28B in total; no superinvestor held it.
13F holders, Q1 2024
Institutional positions in Stellar Bancorp, Inc. as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 165
- +8 vs. Q4 2023
- Shares held
- 28.4M
- −473.2K (−1.6%) vs. Q4 2023
- Total value
- $691.3M
- −$111.5M (−13.9%) vs. Q4 2023
- New holders
- 20
- 41 more added
- Sold out
- 12
- 56 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting STEL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 213 | $1.28B |
| Q1 2026 | 229 | $1.22B |
| Q4 2025 | 194 | $980.6M |
| Q3 2025 | 191 | $958.2M |
| Q2 2025 | 184 | $866.7M |
| Q1 2025 | 189 | $831.8M |
| Q4 2024 | 180 | $865.1M |
| Q3 2024 | 175 | $758.2M |
| Q2 2024 | 164 | $664.0M |
| Q1 2024 | 165 | $691.3M |
| Q4 2023 | 160 | $803.5M |
| Q3 2023 | 151 | $582.0M |
| Q2 2023 | 153 | $630.8M |
| Q1 2023 | 152 | $675.6M |
| Q4 2022 | 168 | $804.1M |
| Q3 2022 | 111 | $365.1M |
| Q2 2022 | 99 | $303.6M |
| Q1 2022 | 96 | $351.7M |
| Q4 2021 | 89 | $302.5M |
| Q3 2021 | 76 | $252.4M |
| Q2 2021 | 84 | $263.6M |
| Q1 2021 | 87 | $280.0M |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Stellar Bancorp, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 5 | $122 | 0.00% | +5 | New |
| Farther Finance Advisors, LLC | 9 | $215 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 14 | $342 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 18 | $438 | 0.00% | +18 | New |
| Allworth Financial LP | 20 | $488 | 0.00% | −52−72.2% | Reduced |
| Quest Partners LLC | 21 | $512 | 0.00% | +21 | New |
| Versant Capital Management, Inc | 29 | $706 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 35 | $853 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 33 | $1.00K | 0.00% | +25+312.5% | Added |
| Covestor Ltd | 54 | $1.00K | 0.00% | +53+5,300.0% | Added |
| FNY Investment Advisers, LLC | 50 | $1.00K | 0.00% | +50 | New |
| Parallel Advisors, LLC | 50 | $1.22K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 64 | $1.56K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 92 | $2.24K | 0.00% | +13+16.5% | Added |
| Newbridge Financial Services Group, Inc. | 153 | $3.73K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 192 | $4.68K | 0.00% | −303−61.2% | Reduced |
| Lummis Asset Management, LP | 200 | $4.87K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 272 | $6.63K | 0.00% | +272 | New |
| POM Investment Strategies, LLC | 293 | $7.13K | 0.01% | +2+0.7% | Added |
| Quadrant Capital Group LLC | 865 | $21.1K | 0.00% | −88−9.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,700 | $41.4K | 0.01% | +1,700 | New |
| KBC Group NV | 1,735 | $42.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,132 | $51.9K | 0.00% | −25,015−92.1% | Reduced |
| Metropolitan Life Insurance Co | 2,733 | $66.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,786 | $67.9K | 0.00% | −4−0.1% | Reduced |
| Qube Research & Technologies Ltd | 2,861 | $69.7K | 0.00% | +2,861 | New |
| Chilton Capital Management LLC | 3,275 | $79.8K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,500 | $85.3K | 0.00% | +3,500 | New |
| EntryPoint Capital, LLC | 4,462 | $108.7K | 0.10% | +4,462 | New |
| Ameritas Investment Partners, Inc. | 4,840 | $117.9K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4,975 | $121.2K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 5,330 | $129.8K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 4,721 | $131.4K | 0.00% | +4,721 | New |
| SG Americas Securities, LLC | 6,685 | $163.0K | 0.00% | +6,685 | New |
| Russell Investments Group, Ltd. | 8,460 | $206.1K | 0.00% | +8,460 | New |
| Intrua Financial, LLC | 8,510 | $207.3K | 0.03% | 00.0% | Unchanged |
| Everence Capital Management Inc | 8,879 | $216.0K | 0.01% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 9,500 | $231.4K | 0.05% | 00.0% | Unchanged |
| ProShare Advisors LLC | 9,778 | $238.2K | 0.00% | +677+7.4% | Added |
| Jump Financial, LLC | 9,805 | $238.8K | 0.01% | +9,805 | New |
| Cetera Investment Advisers | 10,039 | $244.6K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,127 | $246.7K | 0.00% | +13+0.1% | Added |
| Public Employees Retirement Association of Colorado | 10,257 | $250.0K | 0.00% | −148−1.4% | Reduced |
| New York State Teachers Retirement System | 10,307 | $251.0K | 0.00% | −1,100−9.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 10,489 | $255.5K | 0.02% | +10,489 | New |
| Patron Partners Advisors, LLC | 10,658 | $259.6K | 0.16% | −2,140−16.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,996 | $267.9K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 11,083 | $270.0K | 0.00% | −16,480−59.8% | Reduced |
| Jane Street Group, LLC | 11,862 | $289.0K | 0.00% | −9,615−44.8% | Reduced |
| Hancock Whitney Corp | 12,000 | $292.3K | 0.01% | −93−0.8% | Reduced |
| Arizona State Retirement System | 12,442 | $303.1K | 0.00% | −225−1.8% | Reduced |
| Oregon Public Employees Retirement Fund | 12,527 | $305.2K | 0.01% | −1,200−8.7% | Reduced |
| Nisa Investment Advisors, LLC | 13,459 | $327.9K | 0.00% | +35+0.3% | Added |
| Price T Rowe Associates Inc | 13,922 | $340.0K | 0.00% | +1,750+14.4% | Added |
| Harrell Investment Partners, LLC | 14,040 | $342.0K | 0.10% | 00.0% | Unchanged |
| Amalgamated Bank | 14,214 | $346.0K | 0.00% | −3,686−20.6% | Reduced |
| Sheets Smith Wealth Management | 14,235 | $346.8K | 0.04% | −1,187−7.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 14,292 | $348.1K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,342 | $349.4K | 0.02% | +9+0.1% | Added |
| Alps Advisors Inc | 14,360 | $349.8K | 0.00% | +14,360 | New |
| Doliver Advisors, LP | 14,432 | $351.6K | 0.10% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 14,624 | $356.0K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 15,148 | $369.0K | 0.00% | +15,148 | New |
| CI Private Wealth, LLC | 15,157 | $369.2K | 0.00% | +7,741+104.4% | Added |
| Maryland State Retirement & Pension System | 17,035 | $380.6K | 0.01% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 15,775 | $384.3K | 0.04% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 16,000 | $389.8K | 0.17% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 16,517 | $402.4K | 0.02% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 16,607 | $404.5K | 0.00% | −451−2.6% | Reduced |
| Voya Investment Management LLC | 17,039 | $415.1K | 0.00% | −3,488−17.0% | Reduced |
| Wells Fargo & Company | 17,125 | $417.2K | 0.00% | +1,749+11.4% | Added |
| Victory Capital Management Inc | 18,778 | $457.4K | 0.00% | −2,770−12.9% | Reduced |
| Comerica Bank | 19,370 | $471.9K | 0.00% | −2,005−9.4% | Reduced |
| New York State Common Retirement Fund | 19,390 | $472.3K | 0.00% | −422−2.1% | Reduced |
| Janus Henderson Group PLC | 19,747 | $480.6K | 0.00% | +20.0% | Added |
| Fayez Sarofim & Co | 20,263 | $493.6K | 0.00% | 00.0% | Unchanged |
| EJF Capital LLC | 20,359 | $495.9K | 0.34% | −1,892−8.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 19,901 | $510.3K | 0.00% | −3,570−15.2% | Reduced |
| Yousif Capital Management, LLC | 21,174 | $515.8K | 0.01% | −2,005−8.7% | Reduced |
| Deutsche Bank AG | 21,569 | $525.4K | 0.00% | +589+2.8% | Added |
| State of Tennessee, Treasury Department | 21,893 | $533.3K | 0.00% | −2,984−12.0% | Reduced |
| Linscomb & Williams, Inc. | 22,712 | $553.3K | 0.03% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 23,200 | $565.2K | 0.01% | −300−1.3% | Reduced |
| Manufacturers Life Insurance Company, The | 24,793 | $604.0K | 0.00% | −275−1.1% | Reduced |
| Crossmark Global Holdings, Inc. | 24,958 | $608.0K | 0.01% | −68−0.3% | Reduced |
| MetLife Investment Management | 25,073 | $610.8K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 26,181 | $637.8K | 0.00% | −233−0.9% | Reduced |
| Illinois Municipal Retirement Fund | 26,538 | $646.0K | 0.01% | +728+2.8% | Added |
| Oxbow Advisors, LLC | 28,368 | $691.0K | 0.09% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 28,500 | $694.3K | 0.03% | +28,500 | New |
| State of Alaska, Department of Revenue | 28,569 | $695.0K | 0.01% | −266−0.9% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 29,250 | $712.5K | 0.96% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 31,352 | $764.0K | 0.00% | +31,352 | New |
| FMR LLC | 32,273 | $786.2K | 0.00% | −9,751−23.2% | Reduced |
| SFMG, LLC | 32,711 | $796.8K | 0.07% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 32,987 | $804.0K | 0.06% | +32,987 | New |
| Susquehanna Portfolio Strategies, LLC | 33,506 | $816.2K | 0.02% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 35,858 | $873.5K | 0.01% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 37,251 | $907.4K | 0.00% | −307−0.8% | Reduced |
| Academy Capital Management Inc | 37,571 | $915.2K | 0.17% | −675−1.8% | Reduced |